What the Sale of Delaware Funds Means for Your Investments
As part of my commitment to keeping you informed, I wanted to provide an update on a recent change that may impact your portfolio. Macquarie Asset Management, the parent company of the Delaware Funds, has announced that it will sell its U.S. and European public asset management business—including the Delaware Funds—to Nomura Holdings, Inc., a global financial services firm headquartered in Japan. The transaction is expected to close by the end of 2025, pending regulatory approval.
What Does This Mean for Investors?
If you currently hold investments in Delaware Funds, here’s what you should know:
- No Immediate Action Required: Your investments remain secure and unchanged at this time. The funds will continue to be managed according to their current strategies and by the same management teams.
- Operational Continuity: Fund operations, investment strategies, and portfolio management are expected to remain consistent throughout the transition period.
- Future Communications: Should any structural changes occur to the funds—such as fees, objectives, or management—you will be notified in advance by the fund provider and through our office.
A Good Time to Revisit Your Strategy
There have been numerous changes across the financial landscape in recent years. I recommend scheduling a time to speak with me so we can revisit your investment strategy and explore any potential adjustments that may be appropriate given current market conditions. My goal is to help simplify your financial future and ensure your portfolio stays aligned with your long-term goals.
Staying Informed and Proactive
While this transition is not expected to disrupt your current investments, I will continue to monitor the situation closely. My priority is to ensure that you remain informed and that your investment strategy evolves appropriately as markets and fund structures change.
If you have any questions or would like to discuss this development in more detail, please don’t hesitate to reach out.
Source: https://www.nomuraholdings.com/news/nr/holdings/20250422/20250422.html